Jeremy Torgerson, financial advisor Brownsville TX
88 score

Jeremy Torgerson

CRD Number: 5546264
Current Firm: Nvest Advisors, LLC
Compensation Model: Fee Only

Jeremy Torgerson (CRD# 5546264) is the CEO and Senior Investment Advisor Representative at nVest Advisors, LLC in Brownsville, TX and has over 7 years of experience in the finance industry.

CONTACT
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Company Name Location Dates Years
Sws Financial Services Los Fresnos, TX Aug 2011 - Current 5
Edward Jones St. Louis, MO Jun 2008 - Aug 2011 3
Concord Neighborhood Corp Mcallen, TX May 2007 - Jun 2008 1
Obra Homes, Inc. Harlingen, TX Jan 2007 - Feb 2007 < 1
Second Star, LLC Johnstown, CO Nov 2001 - Dec 2006 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Jeremy T. Torgerson
By the Numbers
  • Total Assets Under Management
    5
    MILLIONS
  • Total Number of Accounts
    90
    ACCOUNTS
  • Average Account Value
    $55,414
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

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BADGES
88
Verified Page
Data verified by both the advisor and the public regulatory data.

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